Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
7.31MNew |
$170M - $174M
|
7.31M
$168M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
434K+ 5093.67% |
$10.1M - $10.4M
|
443K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
226K+ 1102.58% |
$5.27M - $5.38M
|
246K
$5.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
180K+ 920.8% |
$4.19M - $4.28M
|
199K
$4.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
154K+ 21.86% |
$3.59M - $3.67M
|
858K
$19.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152KNew |
$3.53M - $3.61M
|
152K
$3.48M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
130K+ 406.24% |
$3.04M - $3.11M
|
163K
$3.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
117K+ 20.86% |
$2.74M - $2.8M
|
680K
$15.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
106K+ 24.54% |
$2.48M - $2.53M
|
539K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
88.1K+ 76.58% |
$2.05M - $2.1M
|
203K
$4.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
84.1K+ 8.83% |
$1.96M - $2M
|
1.04M
$23.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.5K+ 58.19% |
$1.36M - $1.4M
|
159K
$3.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56.7K+ 329.93% |
$1.32M - $1.35M
|
73.8K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
34.9KNew |
$813K - $831K
|
34.9K
$801K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
25.3KNew |
$591K - $604K
|
25.3K
$582K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
25KNew |
$583K - $596K
|
25K
$575K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 31.89% |
$505K - $517K
|
89.6K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16.2K+ 13.16% |
$379K - $387K
|
140K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
15.6K+ 11.6% |
$364K - $373K
|
150K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
14.6KNew |
$340K - $347K
|
14.6K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9K+ 5.38% |
$277K - $283K
|
233K
$5.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8K+ 119822.22% |
$251K - $257K
|
10.8K
$248K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
9.67K+ 1.95% |
$225K - $230K
|
506K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.62KNew |
$201K - $205K
|
8.62K
$198K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.22K+ 45.83% |
$192K - $196K
|
26.1K
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.46K+ 15.56% |
$127K - $130K
|
40.5K
$931K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.42K+ 3.75% |
$126K - $129K
|
150K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.4K+ 4.96% |
$126K - $129K
|
114K
$2.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.33K+ 9.75% |
$124K - $127K
|
60K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.33K+ 6.42% |
$124K - $127K
|
88.2K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.49K+ 8.55% |
$81.3K - $83.1K
|
44.2K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.67K+ 24.8% |
$62.2K - $63.6K
|
13.4K
$309K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.38K+ 3.21% |
$32.1K - $32.9K
|
44.3K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.34K+ 14.72% |
$31.3K - $32K
|
10.5K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.04KNew |
$24.3K - $24.9K
|
1.04K
$24K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
719+ 0.73% |
$16.8K - $17.1K
|
99.7K
$2.29M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
685+ 2.81% |
$16K - $16.3K
|
25.1K
$577K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
638+ 22.02% |
$14.9K - $15.2K
|
3.54K
$81.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
563+ 0.75% |
$13.1K - $13.4K
|
75.5K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
457+ 0.1% |
$10.7K - $10.9K
|
446K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
407+ 2.74% |
$9.49K - $9.7K
|
15.3K
$351K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
192+ 0.43% |
$4.48K - $4.58K
|
45.2K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
147+ 1.01% |
$3.43K - $3.5K
|
14.8K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
123+ 0.56% |
$2.87K - $2.93K
|
22.1K
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
67+ 0.08% |
$1.56K - $1.6K
|
82.8K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-76- 0.61% |
$1.77K - $1.81K
|
12.3K
$284K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-169- 45.8% |
$3.94K - $4.03K
|
200
$4.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-612- 1.91% |
$14.3K - $14.6K
|
31.5K
$724K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-675- 1.89% |
$15.7K - $16.1K
|
35.1K
$806K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.17K- 1.94% |
$27.3K - $27.9K
|
59.2K
$1.36M
|